Group items under one PO # so you can easily search for requests and orders and check their statuses.
1. From the Requests module, select the requests you want to group under one PO#.
2. Click Group Actions and choose Create PO.
3. Enter the PO#. If you're using our PO auto-generator tool, the PO field will be grayed out until you select "Save Draft" or "Submit PO" when it will automatically generate for you.
Note: Items shipping from Quartzy cannot be grouped into a PO with items shipping from external vendors.
You can select the Payment Terms, enter Notes, Quote #, attach files, and track fees. When the form is complete, select Submit PO.
Clicking Submit PO will also generate an email notification to selected Admins. Learn more here: Get notified when a PO is ready to be ordered
4. Exit the window or click Export PDF to generate a PDF document to share externally.
Next Up: Learn how to generate a requisition form with your request details
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